Roth Financial Group, Merritt Island, Florida

Newsletters

Retroactive Social Security Benefits: A Chance to Turn Back Time

Beneficiaries who postpone claiming Social Security past full retirement age have the option of receiving a lump-sum payment for up to six months of benefits when they finally apply.
Insurance Gaps May Pose Risks for High-Net-Worth Households

It’s important for affluent families to reassess their liability coverage periodically, to make sure it’s sufficient based on their finances, lifestyles, and the related risks.
Eight Great Investing Quotes

This article offers eight quotes from successful investors, economists, and other insightful thinkers that may help provide perspective and focus for an investing strategy.
Thinking of Selling Your Home? Don’t Be Surprised by Capital Gains Taxes

This article explains the basics of capital gains taxes when selling a home.

Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.
IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.
Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.
Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.